Group 1: Company Overview - The company focuses on the research, production, and sales of high-voltage power supply systems for new energy vehicles, including on-board chargers (OBC), DC/DC converters, and integrated power supply products [1] - The company has established a global market strategy with its headquarters in Anji County, Huzhou, and is in the process of building a second domestic base and overseas base [1] Group 2: Client Base - The company has developed partnerships with leading domestic and international clients, including GAC Group, Great Wall Motors, NIO, Renault, Xpeng Motors, Xiaomi Motors, Changan Automobile, Leap Motor, Stellantis, and a major European luxury brand [2] Group 3: Competitive Advantages - The rapid development of the new energy vehicle market in China presents significant opportunities for the upstream components industry, with on-board power supplies being a core component [2] - Domestic suppliers have advantages in cost, scale, iteration speed, and experience due to the fast-paced development of the industry [2] Group 4: Raw Material Structure and Cost Influences - Key raw materials for the company's products include semiconductor devices, metal structural parts, magnetic components, capacitors, resistors, and other materials [2] - Raw material costs are influenced by market price fluctuations and policies, with semiconductor device prices having a significant impact on overall material costs in recent years [2] Group 5: Disclosure Information - The activity does not involve any undisclosed significant information [2]
富特科技(301607) - 2024年10月16日投资者活动关系记录表